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BT Ethical Share Fund

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Fund Name: BT Ethical Share Fund
APIR: RFA0027AU
Fund Manager: BT Classic Investment Funds (show all funds)
Region: Australia
Sector: General Equities
Benchmark Index: S&P/ASX 300 Accumulation Index
Fund Type: Retail Fund
Fund Status: Closed to new investors
Investment Objective: The Fund aims to provide a return (before fees) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.
Investment Strategy: The Fund is actively managed and invests primarily in Australian companies that we believe to be trading at asignificant discount to their assessed valuation. The Fund will not invest in companies which, directly mine uranium for the purpose of weapons manufacture, produce alcohol or tobacco, manufacture or provide gaming facilities, manufacture weapons and armaments, or have been subject to environmental and/or human rights prosecutions. We may invest in companies which mine or use uranium primarily in relation to power generation.
Margin Lenders:


Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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